Add attachment field to my custom entity (only single attachment) with upload button in online CRM

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i am developing multiple custom entities, i need to add "Upload attachment" field to the entity as upload button control, i google for hours and i don't find out of the box solution except that one for Notes section but it doesn't fit my requirements, is there any out of the box upload control i can add many times in the entity, if not there can you help me with the links to develop custom one

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Adrian Begovich 1,027 Moderator on at

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Besides using notes to store attachments there aren't really any good out of the box solutions to your problem.

What I would recommend is integrating SharePoint with Microsoft Dynamics CRM in order to manage your documents. This enables you to store and manage documents on SharePoint in the context of a Microsoft Dynamics CRM record.

You can find out how to do this here:

msdn.microsoft.com/.../gg334768.aspx

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Mahendar Pal 45,095 on at

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You can add html button using html web resource and through you can open same file browse dialog (you can see that code from ribbon diff file for entity which has notes enable) that we used to get while adding attachment, it will attache all the attachments done under notes.

Thanks

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Soma Shekar 461 on at

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HI,

look into the following link

http://dynamicsobjects.com/Products/Dynamics-Attachments

This may be help for you.

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Ahmad Saud 790 on at

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thanks, can i add a validation to make sure (for example) that user has uploaded certain number of attachments, for example, i need the user to at least upload 4 attachments, is this possible?

thanks,

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Mahendar Pal 45,095 on at

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You can use thateasily using form notification, you can check on form using js if number of attachment is not 4 display a form notification and it not clear it.

Check my post of the use notification in Dynamics 365 :http://himbap.com/blog/?p=2634

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Ahmad Saud 790 on at

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thanks a lot for your help.

it will be great of you give me the syntax to check the number of entries in a subgrid.

thanks,

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Mahendar Pal 45,095 on at

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Hi,

You can use something like this:

function FindSubGridCount() {

setTimeout(function () {

if (Xrm.Page.getControl("Subgridname") != undefined) {

var recordCount = Xrm.Page.getControl("Subgridname").getGrid().getTotalRecordCount();

return recordCount;

};

}, 2000);

}

You can also consider using Rollup field for non code solution but it's calculation frequency is 1 hour which you can change through code CalculateRollupFieldRequest, you can refer this post incase want to go for rollup field dynamicscrmpros.com/changing-rollup-calculation-frequency-microsoft-dynamics-crm-2015

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Ahmad Saud 790 on at

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thanks a lot.

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